Products September 6, 2012

Education Campaign Available for 401(k) Day

September 6, 2012 (PLANSPONSOR.com) – Traditionally, 401(k) Day has been the Friday following Labor Day.
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However, the Plan Sponsor Council of America (PSCA) is deemphasizing celebrating 401(k) Day on any specific day and encouraging retirement plan sponsors to make every day ‘401(k) Day.’  The PSCA is offering educational campaign materials to help plan sponsors reframe retirement and make it more relevant to their employees. Materials are also available in 403(b) versions.  

This year the annual campaign is actually two campaigns.  First, new posters/post cards/flyers complete last year’s food campaign by adding a dessert course, with mouth-watering and calorically pleasing visuals.  

The second theme is “Dream like a kid,” which uses nostalgic childhood-themed graphics to grab employees’ attention. The key messages provide information and education regarding saving for retirement in actionable terms using “retro images.”  These images are tied into three headlines: Do the Math; Pedal to the Medal; and Up, Up & Away!

Each theme includes: 

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  • An 11”x17” poster with the key messages tied to each theme;
  • A matching flyer; and
  • A 6”x 9” mailable postcard – with the ability to input your logo and contact information. 
To download the 2012 401(k)/403(b) Day campaign, go to http://www.401kday.org/401k-communications.
Products September 6, 2012

BMO Rebrands M&I Business Lines

September 06, 2012 (PLANSPONSOR.com) - The three primary lines of business in the former M&I Institutional Trust Services will be renamed to reflect their integration into BMO’s global businesses.
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This follows an initiative earlier this year that rebranded the Marshall Funds to BMO Funds and the merging of M&I Investment Management Corp into Harris Investment Management Inc., which was renamed BMO Asset Management Corp. The newly branded businesses are BMO Retirement Services, BMO Taft-Hartley Services and BMO Not-for-Profit Services. All include the services provided by the firm’s retirement and trust and custody division, and have access to the investment expertise of BMO Global Asset Management. 

“Rebranding these lines of businesses was the next step in our successful integration efforts and reflects the importance they play in our overall business strategy,” said Barry S. McInerney, co-chief executive. “Our ability to provide clients with holistic asset management solutions and service excellence is at the core of our corporate principles.”  

BMO Retirement Services features a platform of retirement and trust and custody services. BMO Taft-Hartley Services provides recordkeeping, custody, securities lending and other financial services for single- and multi-employer benefit plans, as well as unions and other labor-related entities. BMO Not-for-Profit Services offers a wide range of services to charities, endowments and other nonprofits.  

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“As an integrated part of BMO Global Asset Management, clients of these three businesses will benefit from the backing, reach and extensive resources of a truly global financial services provider,” McInerney said. 

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